Lionel Martellini is Professor of Finance at EDHEC Business School, Director of EDHEC-Risk Institute and Senior Scientific Advisor for ERI Scientific Beta. In this webinar, he’ll analyze how the retirement investing problem can be framed within the context of goal-based investing principles and discuss the challenges posed by mass-customization constraints. Check the “Join Our Free Webinars” icon after August 28 for registration link and more information on the webinar.

News and Views

Date: Wednesday, October 4, noon - 1 pm ET
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Standard risk measures, such as Volatility or Value-at-Risk (VaR), provide only limited information about the risk your portfolio is exposed to. In this talk, we explain how Maximum Drawdown can compliment, and possibly even replace, standard risk metrics such as Volatility and VaR. … {...}

As a supporter of the Society of Actuaries (SOA), RIIA is pleased to share the SOA Committee on Post-Retirement Needs and Risks (PRNR) 2017 call for essays. They seek research and papers that identify potential solutions and new innovations to assist workers and retirees better prepare for retirement. This new group of essays will be used to expand the discussion and complement … {...}

Is a closed end fund (CEF) useful in providing retirement income? That depends - on your strategy and your client's needs. Financial planning professionals share their perspective with Chris Allen, founder and principal of Investius, at RIIA's 2017 Summer Conference in July.
RIIA's RMA online program can help you understand the client's situation and develop a strategy for … {...}

Date: Wednesday, September 20, noon - 1 pm ET
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For most consumers, their goals and objectives start with their emotional needs, their confidence in meeting those needs, and their comfort that you can help them. While there is no doubt that strong analytical skills are essential to creating a successful retirement plan, humans are emotional creatures … {...}

What needs to change to improve the retirement income picture for individuals and advisors? Hear what financial planning professionals told Chris Allen, founder and principal of Investius, at RIIA®'s 2017 Summer Conference in July.
RIIA's RMA online program can help you drive that change. Learn more at www.riia-usa.org and join the next class which begins today, September … {...}